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Shira Ridge Wealth Management13F | |
| Shira Ridge Wealth Management | |
| Last update 2025-07-10 | 83 Stocks (11 new) |
| Value $219.00 Mil | Turnover 3 % |
Shira Ridge Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSA | iShares ESG Optimized MSCI USA ETF | 287,444 | 36,433.6 | -0.01% | 16.640 | 0% | 1.020 | +14.67% | +6.66% | 3,581.9 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 513,147 | 21,736.9 | -2.37% | 9.930 | -0.24% | 0.260 | +16.11% | +7.53% | 8,816.8 | ||
ESGD | iShares MSCI EAFE ESG Select ETF | 128,514 | 11,466.0 | +0.50% | 5.240 | +0.03% | 0.120 | +8.01% | +18.85% | 9,890.5 | ||
IGM | iShares Expanded Tech Sector ETF | 96,767 | 10,870.8 | +11.64% | 4.970 | +0.52% | 0.160 | +26.47% | +12.65% | 6,944.4 | ||
YLDE |
Franklin ClearBridge Enhanced Income ETF
Franklin ClearBridge Enhanced Income ETF
| 178,730 | 9,404.8 | -0.41% | 4.300 | -0.02% | 8.720 | +6.64% | +6.93% | 108.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 266,013 | 9,196.1 | -1.11% | 4.200 | -0.05% | 0.090 | +10.13% | +20.65% | 10,836.7 | ||
IXN | iShares Global Tech ETF | 91,542 | 8,453.0 | -8.87% | 3.860 | -0.34% | 0.150 | +26.55% | +12.72% | 5,682.7 | ||
XLI | Industrial Select Sector SPDR | 56,471 | 8,330.6 | -0.22% | 3.810 | -0.01% | 0.040 | +19.31% | +17.19% | 22,840.3 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 167,760 | 8,054.2 | -5.00% | 3.680 | -0.21% | 0.170 | +0.74% | +2.09% | 4,891.3 | ||
AAPL | Apple Inc | 29,751 | 6,104.1 | -0.94% | 2.790 | -0.03% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware |
Shira Ridge Wealth Management's Historical Top Holdings Breakdowns
Shira Ridge Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGM | iShares Expanded Tech Sector ETF | 2025-06-30 | Add Add | +0.52% | 79.8 ($98.1) 112.34 | $114.88 | 17.10% | Add 11.64% | 96,767 | 10,086 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.36% | 128.77 ($135.21) 146.01 | $135.76 | 0.41% | Reduce -49.51% | 4,965 | -4,869 | |
IXN | iShares Global Tech ETF | 2025-06-30 | Reduce Reduce | -0.34% | 65.81 ($80.96) 92.34 | $95.35 | 17.77% | Reduce -8.87% | 91,542 | -8,909 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +0.33% | 43.53 ($50.15) 54.46 | $55.91 | 11.49% | Add 14.59% | 103,383 | 13,164 | |
CMF | iShares California Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.32% | 54.52 ($55.53) 56.7 | $55.27 | -0.47% | Reduce -46.96% | 12,777 | -11,311 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Reduce Reduce | -0.24% | 34.04 ($39.19) 42.36 | $43.54 | 11.10% | Reduce -2.37% | 513,147 | -12,467 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-06-30 | Reduce Reduce | -0.21% | 47.09 ($47.62) 48.01 | $47.86 | 0.50% | Reduce -5% | 167,760 | -8,833 | |
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | Add Add | +0.16% | 58.96 ($65.03) 67.97 | $66.72 | 2.60% | Add 15.04% | 40,516 | 5,297 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.15% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Add 30.87% | 4,613 | 1,088 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.15% | 83.97 ($87.25) 92.85 | $85.90 | -1.55% | Sold Out | 0 | -3,295 |
Shira Ridge Wealth Management Total Holding History ($B)
Shira Ridge Wealth Management's Asset Allocation
Shira Ridge Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Shira Ridge Wealth Management's Hypothetical Growth since 2025-06-30
Shira Ridge Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shira Ridge Wealth Management's Holdings Heat Map
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Shira Ridge Wealth Management's Holdings Bubble Chart
Shira Ridge Wealth Management News
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